Civic Intelligence

Patricia K Smith Charitable Foundation

EIN 06-1519725 • Sudbury, MA

26 Flintlock LaneSudbury, MA 01776-1708
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin99th percentile

Revenue

$13

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$13

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $488,204Liabilities 2010: $0Net Assets 2010: $488,2042010Assets 2011: $539,422Liabilities 2011: $0Net Assets 2011: $539,4222011Assets 2012: $543,245Liabilities 2012: $0Net Assets 2012: $543,2452012Assets 2013: $733,246Liabilities 2013: $1Net Assets 2013: $733,2462013Assets 2014: $697,502Liabilities 2014: $1Net Assets 2014: $697,5022014Assets 2015: $691,759Liabilities 2015: $0Net Assets 2015: $691,7592015Assets 2016: $722,495Liabilities 2016: $0Net Assets 2016: $722,4952016Assets 2018: $863,987Liabilities 2018: $0Net Assets 2018: $863,9872018Assets 2019: $803,564Liabilities 2019: $0Net Assets 2019: $803,5642019Assets 2020: $850,860Liabilities 2020: $1Net Assets 2020: $850,8602020Assets 2021: $847,350Liabilities 2021: $1Net Assets 2021: $847,3502021Assets 2022: $909,630Liabilities 2022: $1Net Assets 2022: $909,6302022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KExpenses 2010: $24,7252010Expenses 2011: $25,7352011Expenses 2012: $25,9502012Revenue 2013: $13,015Expenses 2013: $34,350Net Income 2013: -$21,3352013Revenue 2014: $13,879Expenses 2014: $35,200Net Income 2014: -$21,3212014Revenue 2015: $14,831Expenses 2015: $37,200Net Income 2015: -$22,3692015Revenue 2016: $16,669Expenses 2016: $37,300Net Income 2016: -$20,6312016Revenue 2018: $17,836Expenses 2018: $44,200Net Income 2018: -$26,3642018Revenue 2019: $18,875Expenses 2019: $40,200Net Income 2019: -$21,3252019Revenue 2020: $20,445Expenses 2020: $43,250Net Income 2020: -$22,8052020Revenue 2021: $2,480Expenses 2021: $41,100Net Income 2021: -$38,6202021Revenue 2022: $21,810Expenses 2022: $46,000Net Income 2022: -$24,1902022Revenue 2024: $13Expenses 2024: $0Net Income 2024: $132024

Highlighted filing

2024

Revenue$13
Expenses$0
Net Income$13
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$13
Expenses
$0
Net income
$13
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.00$9.10$0.22$0.46$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.00$8.47$0.02$0.41$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.51$0.00$8.51$0.20$0.43$0.23
2019Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.19$0.40$0.21
2018Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.18$0.44$0.26
2017Detailed filing. Detailed filing data is available for this year.
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.22$0.00$7.22$0.17$0.37$0.21
2015Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.15$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.14$0.35$0.21
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.33$0.00$7.33$0.13$0.34$0.21
2012Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.26
2011Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.26
2010Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATICIA K SMITHAs Required-$0--
ANDREW R SMITHAs Required-$0--
Filing and Contact Details

Filer

Filer Name
Patricia K Smith Charitable Foundation
EIN
06-1519725
Phone
4026815203
Address
26 FLINTLOCK LANE, SUDBURY, MA 01776-1708

Signing Officer

Name
Patricia K Smith
Title
Trustee
Phone
4026815203
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Gunderson Accounting Pc
Address
11635 Arbor Street suite 100, Omaha, NE 68144
Preparer
Martin A Gunderson
Phone
4023332552
Raw XML Appendix226 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Martin A Gunderson
ReturnHeader/ReturnTs02025-05-13T09:54:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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